Jason
Hawkes

Pfs Investments Inc

CRD#5089700
Investment Advisor
in New Bedford, MA

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About this Advisor

Jason Hawkes is a financial advisor based in New Bedford, Massachusetts, working with Pfs Investments Inc. Jason has previously held positions at Primerica Financial Services and Pfs Investments Inc. Jason has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Massachusetts. Currently, Jason is part of Pfs Investments Inc, which operates out of New Bedford, Massachusetts. The firm has 1,704 offices and 3,590 employees. The firm manages assets totaling $8.5 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses. The fee structure at Pfs Investments Inc includes asset-based fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets

Office Location

128 Union St Ste 207-A
New Bedford, MA 02740

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Pfs Investments Inc Brokerage Details

Total Assets Under Management

$8,461,983,895

MA Average: $3,570,121,308
Total Number of Employees

3,590

MA Average: 58
Total Number of Accounts

59,808

MA Average: 1,608
Average Account Size

$141,486

MA Average: $2,220,225

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses

Jason Hawkes Work History

2006 - Present (18 years)

Pfs Investments Inc

2004 - Present (20 years)

Primerica Financial Services

Disclosures

Please visit the SEC profile of Jason Hawkes to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Primerica Advisors

Andrew Arthur
Urbandale, IA
Eugenia Ritvin
Doylestown, PA
Josue Comulada Otero
Guaynabo, PR
Clay Schweitzer
Gillette, WY
Janelle Pruett
Belfair, WA
Heather Horan
Duluth, GA
Alden Small
Horn Lake, MS
Derek Hill
Memphis, TN

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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